Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 11,597 shares of SCHM stock, worth $284,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,597
Previous 3,129 270.63%
Holding current value
$284,474
Previous $259,000 23.94%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$27.54 - $83.04 $233,208 - $703,182
8,468 Added 270.63%
11,597 $321,000
Q3 2024

Oct 31, 2024
SELL
$75.47 - $83.18 $4,075 - $4,491
-54 Reduced 1.7%
3,129 $259,000
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $50,939 - $54,640
-673 Reduced 17.45%
3,183 $247,000
Q1 2024

May 06, 2024
SELL
$72.89 - $81.43 $177,195 - $197,956
-2,431 Reduced 38.67%
3,856 $313,000
Q4 2023

Feb 06, 2024
SELL
$63.01 - $75.95 $47,194 - $56,886
-749 Reduced 10.65%
6,287 $473,000
Q3 2023

Nov 02, 2023
SELL
$66.75 - $73.98 $130,095 - $144,187
-1,949 Reduced 21.69%
7,036 $476,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $111,254 - $121,035
1,704 Added 23.4%
8,985 $638,000
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $385 - $443
6 Added 0.08%
7,281 $494,000
Q4 2022

Feb 07, 2023
SELL
$61.05 - $69.94 $59,706 - $68,401
-978 Reduced 11.85%
7,275 $477,000
Q3 2022

Nov 02, 2022
BUY
$60.5 - $72.51 $39,869 - $47,784
659 Added 8.68%
8,253 $500,000
Q2 2022

Aug 02, 2022
SELL
$60.91 - $76.4 $2,436 - $3,056
-40 Reduced 0.52%
7,594 $476,000
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $2,261 - $2,588
32 Added 0.42%
7,634 $579,000
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $16,190 - $17,762
-213 Reduced 2.73%
7,602 $611,000
Q3 2021

Nov 02, 2021
BUY
$74.65 - $80.95 $73,455 - $79,654
984 Added 14.4%
7,815 $599,000
Q2 2021

Aug 12, 2021
BUY
$74.64 - $79.12 $895 - $949
12 Added 0.18%
6,831 $535,000
Q1 2021

May 17, 2021
BUY
$67.07 - $76.85 $35,211 - $40,346
525 Added 8.34%
6,819 $508,000
Q4 2020

Feb 12, 2021
SELL
$55.93 - $68.45 $97,094 - $118,829
-1,736 Reduced 21.62%
6,294 $429,000
Q3 2020

Nov 12, 2020
BUY
$51.99 - $58.83 $417,479 - $472,404
8,030 New
8,030 $445,000
Q1 2020

May 11, 2020
SELL
$35.83 - $62.24 $295,848 - $513,915
-8,257 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$54.56 - $60.24 $8,620 - $9,517
-158 Reduced 1.88%
8,257 $497,000
Q3 2019

Nov 13, 2019
BUY
$56.23 - $57.59 $131,915 - $135,106
2,346 Added 38.66%
8,415 $476,000
Q2 2019

Aug 12, 2019
BUY
N/A
6,069 New
6,069 $347,000

Others Institutions Holding SCHM

# of Institutions
1,002
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email